Editors Note: Sometimes a return to fundamentals, or as Ms. Mosher puts it in her checklist of recommendations, audit monthly, is needed. Like every discipline we undertake personally or professionally, it requires practice, persistence and discipline –...

Editor’s Note: Ms. Carnahan strikes at the crux of how social media can be effective for a small business. It is not just about a constant outbound stream of content – though that is an element. It is about extending the relationship online in a...

Editor’s Note: In Mr. Greider’s first article on social media education a few weeks back – he discussed the framework of what should be considered worthwhile learning tools and strategies. We used the analogy of how a new employee learns first, then...

Editor’s Note: There are many views on segmenting or profiling both client and prospect lists (or pipeline). However, bottom line in a relationship business is, it is a must. In managing existing business and forecasting ahead, categorizing...

Company Info

TheDigitalFA is the only portal dedicated exclusively to the social media, technology and marketing needs of Financial Advisors, who are subject to the unique rules and regulations the SEC and FINRA places on them.
On TheDigitalFA website you will find tips and ideas for Marketing, Thought Leadership, SEO, Social Media Strategy and Strategies for Leveraging LinkedIn, Twitter, YouTube and Facebook.
All of this information is delivered, for the first time, in one place from financial service experts in these areas.